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Moneywise

Hampton

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This is Moneywise, a podcast where hosts Sam Parr and Harry Morton are joined by high-net-worth guests to explore exclusive insights into personal finance and lifestyle tailored for other high-net-worth people, or those on their way. They'll get radically transparent about the numbers, revealing things like their burn rates, portfolios, and spending habits. This podcast was made for the Hampton community, a private, highly-vetted, peer membership community for founders and CEOs of fast-growi ...
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In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the in ...
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Wealth Uncensored

Esquire Group LLC

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Join me every week on Wealth Uncensored, where I share what I’ve learned through my own experience and two decades of helping high-net-worth clients structure their affairs to minimize taxes and protect their assets for the next generation.
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The Wealth Enterprise Briefing highlights the latest trends in investment strategies for ultra-high-net-worth families. Join host Michael Zeuner, Managing Partner at WE Family Offices for interviews with industry experts about financial news and investment topics impacting enterprising families.
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How can wealthy investors make better investments and wiser financial decisions? On this podcast we look at the big investment trends, how to allocate private wealth, tools for multi-generational planning, philanthropy and a range of other issues unique to high net worth families. We interview leading investment managers, high net worth individuals and private wealth advisors. Brought to you by Goldrock Capital, a multi-family office.
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Jeremy Eveland is an experienced Business Attorney and Corporate Lawyer who is licensed to practice law in Utah and serves as General Counsel to businesses. He focuses on Estate Planning, Real Estate Law, Contract Law, Advertising, Business Succession, Intellectual Property, and Employer Law. He represents businesses and business owners and assists those with high net worth and real estate assets.
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The only podcast designed to help driven wedding professionals elevate your wedding business, travel to amazing locations, and double your revenue even if you don’t think this is possible…yet. Each week we talk to luxury wedding pros who have broken through & built a high-net-worth clientele. Together we share the strategies, success tips, and roadmap to follow. So you can build a lifestyle filled with powerful experiences, inspiring relationships, and long-lasting connections. ‌
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The Breakthru Podcast

J.Paul Fridenmaker

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Welcome to the Breakthru Podcast – I’m J.Paul Fridenmaker and I am amazed by all you folks who do fundraising, inviting generous people to resource causes all over the world. In the Breakthru Podcast, we interview high net worth givers globally to listen and learn about how we, as fundraisers, can do our best work in inviting people to the party.
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Welcome to ”Total Convexity,” a weekly financial podcast that caters to professional finance individuals, high-net-worth investors, family offices, and other sophisticated financial professionals. Join our hosts, hedge-fund manager Jim Wang and Henrik Neuhaus, as they explore the interconnected world of global macroeconomics, central banks, and capital markets.
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Join Brett Hina and Dan Lesneski, seasoned Private Wealth Advisors from Cornerstone Private Wealth, as they answer your most pressing questions about today’s markets. With decades of combined experience serving high-net-worth clients, business owners, and retirees, Brett and Dan provide clear, insightful guidance tailored to help you achieve your unique financial goals. Each month, they unpack current market trends, share expert insights, and bring in top financial minds for interviews to gi ...
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The Preeminent Advisor Audio Podcast

CEG Worldwide and CEG Insights

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What if you could serve fewer but wealthier clients, do it faster than you ever thought possible, and build an amazing life of significance for yourself and the people you care about most? Our powerful combination of up-to-date research and field-tested, proven action steps is possible because of what each of us brings to the table. CEG Insights has been conducting research into high-net-worth investors and financial advisors for more than 30 years. CEG Worldwide, meanwhile, is the leading c ...
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CONKERS' CORNER

CONKERS' CORNER

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Welcome to the Conkers3 page. The home of the Conkers’ Corner podcasts, Twin Petes Investing podcasts and so much more. The podcasts are set out to enhance the awareness of new investors, experienced investors, high net worth individuals (HNWI), Independent Financial Advisers and life long students of the financial markets. This will be done through insightful interviews and podcasts published on a regular basis. If you’re aiming to achieve a financial goal then these podcasts will have wort ...
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⚡ Lightspeed Investing ⚡ Welcome to Lightspeed Investing, the 🎧 podcast 🎙️ where the worlds of investing, business, and entrepreneurship converge with the precision and expertise of medical professionals turned investment specialists. For the past 15 years, our team has been dedicated to transforming small amounts of capital into substantial returns through strategic trading in the commodities markets. 🤝 Join us as we share insights from our three core divisions: 🌟 Money Management for High ...
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Equedia Investment Letter Podcast

Equedia Investment Letter

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The Equedia Letter is one of the fastest growing and largest investment newsletters dedicated to revealing the truths about the stock market. The Equedia Letter was primarily offered only to high net worth individuals. Due to the success and demand of our research, our Letter is now read by thousands of bankers, brokers, analysts, fund managers, and high net worth retail investors. We are adding thousands of sophisticated readers every month. The Equedia Letter has grown not only because of ...
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Canadian Wealth Secrets

Kyle Pearce, Jon Orr

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Are you wondering whether your financial plan is going to lead to that wealthy Canadian lifestyle you envision for your future? Over the last 5 years, former mathematics teachers and serial entrepreneurs Kyle Pearce and Jon Orr have been implementing alternative wealth building and income tax strategies that have allowed them to transition from high net income to high net worth. Now, they seek to share these Canadian Wealth Secrets to empower the creation of a financial future that allows yo ...
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Welcome to the Knowing What Counts Podcast, your go-to resource for expert financial guidance tailored to high-net-worth individuals and thriving businesses. Hosted by the experienced professionals at MP CPAs, this podcast dives deep into strategies that help you protect, optimize, and grow your wealth. From tax planning and wealth management to business strategy and financial decision-making, we bring you the tools and insights to navigate your financial journey with confidence. Tune in and ...
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Podcasts from the world’s leading mortgage broker for prominent, high profile, high net worth individuals. Whether you are purchasing a high value primary residence, holiday home or buy-to-let property, it isn’t easy to secure the best high value mortgage without expert help. More than anything, you don’t want your dream property to slip through your fingers while you navigate the market alone. In the case of foreign currency mortgages, they can be taken out on both overseas and UK property ...
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For Better, Worse, or Divorce

Walters Gilbreath, PLLC

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For Better, Worse, or Divorce is a podcast where we discuss all matters relating to family law. When it comes to family law litigation, your hosts Brian Walters and Jake Gilbreath of Walters Gilbreath, PLLC have a reputation of being fierce and effective. Walters Gilbreath, PLLC represents clients in cases involving a broad range of issues, including high net-worth property litigation, business valuation issues, parental alienation, jury trials, complex property division, and contested custo ...
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In high-growth investing, knowing where to place your bets is everything. Fast Growth: The Venture Studio Way is for investors—high-net-worth individuals, angels, and seasoned professionals—and founders who are ready to scale, bringing them the exact tools and insights they need to build and back ventures with serious potential. Each episode delivers sharp, actionable insights into what truly drives value in today’s funding landscape, from tax-efficient SEIS/EIS schemes and venture studio mo ...
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Welcome to The Affluent Buyer Script, the go-to podcast for owners of high-end outdoor product and service businesses ready to attract affluent homeowners and turn leads into luxury-level sales. Whether you’re in landscape design, landscaping, pool installation, outdoor kitchens, luxury patio furniture, landscape lighting, custom pergolas, outdoor media systems, or even copper gutter fabrication—this podcast is for you. Each week, Katy Doss, founder of Script Marketing, shares actionable, pr ...
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When your future is on the line, making the right decision can feel impossible—especially when emotions are high, the stakes are huge, and the pressure is real. Enter Karen Covy, a nationally recognized divorce coach, lawyer, mediator, and decision strategist with over 30 years of experience, Karen helps high-achieving professionals navigate life's toughest crossroads with clarity and confidence. Each week on Off the Fence, Karen sits down with thought leaders, industry experts, and people w ...
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The Money RX Podcast: Best Practices for Physicians. Dave Jesiolowski and Josh Taffer, CEPA, of Journey Wealth, navigate the complex financial landscape for doctors. Every episode, they take complicated topics like corporate structures for private practice or high net worth investment strategies and simplify them to provide clear, actionable solutions to minimize taxes, mitigate risk, and maximize your wealth, empowering you to take control and live life on your terms. ---------------------- ...
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Your exclusive podcast for exceptionally accomplished people who want to grow knowledge and resources. Ultra High Net Worth Podcast is a global community of the most successful and their insights. We want our families to flourish, collaborate and create a better world for all. This podcast is a trusted resource to learn from each other, navigate the most important global issues, find life changing opportunities. Providing very busy people and families the voice of value while inspiring others.
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Are you ready to secure your financial future and protect your legacy? Welcome to 'The Good Steward Law and Wealth Podcast,' where Attorney Ledly Jennings shares his extensive knowledge and experience in estate planning, elder law, probate, and business planning. This podcast is designed for high-net-worth individuals, family business owners, and anyone committed to effective wealth management and preservation. In each episode, you'll master the latest tools and strategies in estate planning ...
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London Property - Home of Super Prime

London Property - Home of Super Prime

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PROPERTY WEALTH - TRANSFORM CHALLENGES INTO OPPORTUNITIES With Specialist Knowledge and Reach London Property is a digital marketplace that aims to address inefficiencies and complexity in the London real estate market. The company provides informative and educational content from industry leaders through podcasts and videos, with new content released weekly. The platform covers various aspects of the real estate experience, including buying and selling, finance, law, tax, construction, desi ...
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Founder & CEO of THE BALANCE RehabClinic | Book Author & Podcast Host of "Living a Life in Balance" | Global Expert in Mental Health & Wellbeing I lead one of the world’s most exclusive mental health and addiction treatment brands, helping global leaders, creatives, and high-net-worth individuals find deep healing and personal transformation. Through my podcast, I explore the intersection of psychology, purpose, and wellbeing. This Podcast is dedicated to meaningful conversations about menta ...
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”Affluence & Advocacy” is a compelling podcast series focused on New York real estate law, hosted by Natalia Sishodia, an experienced attorney recognized for her expertise in real estate, business law, elder law, estate planning, and taxation. This podcast provides invaluable insights into the legal landscape of New York, specifically tailored for high-net-worth clients and international buyers navigating the complexities of real estate transactions.
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Wealth Well Done

With Eric Scovill

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You’ve heard the narrative that the super wealthy don’t pay taxes and the rich keep getting richer. Unless your net worth has reached family office status, you likely don’t have access to understand how they do it. In this weekly podcast designed for affluent stewards, we will go deep into the financial planning tactics of the high net worth community. You will learn how “the rich” pay so little in taxes, and how that can apply to you. You will learn how the wealthy invest differently than t ...
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Being a CRE Agent and Building Passive Wealth at the same time used to be complicated. NOT ANYMORE WITH eXp COMMERCIAL! Learn how eXp Commercial is the Netflix vs old Blockbuster type CRE brokerage model such as Marcus & Millichap, Cushman & Wakefield, JLL, CBRE, Keller Williams Commercial, & Sperry Van Ness. Start building wealth for yourself, your family, and your team (NETFLIX WAY) vs for the BIG corporation and old way of doing things (Blockbuster). Learn how eXp Commercial inspires more ...
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It’s important to develop our earning ability. Every week, Christian, a long time entrepreneur, shares his knowledge and strategies that will increase your income. If you’re looking to learn about Rollups, M&A, LBOs, Funds, Private Equity, how to become a high or ultra high net worth individual, and to make 6+ figures per year without investing a lot of time and money, this is the podcast for you. Join Us at: www.fairmontrainmakers.com
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The Adam Cobb Show is a safe space where we dive into the heart of what it means to live a balanced and fulfilling life. Join me, Adam Cobb a dad of three and my brother from another Al Smith also a dad of three as we explores the dynamic world of fitness, the journey to finding your center, and the ups and downs of fumbling through fatherhood. This show embraces the reality that as dads, we will fumble—it's inevitable. But it's in how we get up, surrender, and accept our imperfections that ...
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Welcome to Estate of Mind, a podcast series all about motivating, inspiring, and educating you in the art of selling luxury real estate. All real estate professionals, no matter how experienced, face challenges working in the upper tier. That's where The Institute for Luxury Home Marketing comes in. Our goal is to share the knowledge and experience of our guests, successful real estate professionals, coaches, Institute trainers, and other real estate experts working with high-net-worth indiv ...
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About The Host Randolph Love III, is the Founder and President of, ShieldWolf Strongholds, a wealth protection company that specializes in providing Business Owners, Franchise Owners, and Retirees with high level Business Exit Planning, Retirement` Income Planning, and Tax Free Cash Value Life Insurance education as a Certified IUL Master. He is a Partner and Consultant with The Franchise Consulting Company; one of the most renowned American owned franchise consulting companies in the world. ...
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Welcome to Planning Reimagined, a podcast by Robin Glen that gives you an exclusive peek into the wealth-building strategies of high-net-worth individuals. In every episode, we discuss the intricate world of securing wealth and creating a lasting legacy, exploring actionable strategies and insightful discussions to empower you on your journey.
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Hi everyone! Blessed to be debt free and a high net worth individual so I want to share information about budgeting, money, and debt. Great for people who are looking to learn how to make their dollars and cents stack up instead of slip out!
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Giving Insights® is the monthly podcast series produced by Strategic Philanthropy, Ltd. Every month the series will address important issues facing our communities and the world. There will be conversations with thought leaders and change-makers who explore what is happening post-Pandemic and what the challenges and opportunities for philanthropy and for all of us are as we navigate a changing landscape. Strategic Philanthropy, Ltd, is a global philanthropic advisory firm helping high net wo ...
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The more you can learn to think like a wealth advisor, the more confidence you’ll have in your personal financial strategy. From building generational wealth and investing to succession planning and estate planning, hear how experienced wealth advisors approach the big financial questions we all face in our lives. Each episode of Regions Wealth Podcast features a new challenge and fresh insights from a wealth management professional. Regions Bank, Member FDIC, Equal Housing Lender
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ATLAS DOMUS

Idael Diaz

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Atlas Domus is a results-driven digital marketing agency dedicated to generating more traffic, leads, and sales for our clients. We craft bespoke strategies tailored to your unique business needs, combining creative branding, cutting-edge web design, dynamic social media content, targeted email campaigns, and strategic PPC advertising. With a specialized focus on elevating luxury real estate brands, we develop compelling narratives and immersive online experiences that resonate with high-net ...
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Go Ask Allyson

Allyson Sullivan, Lang Realty

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What makes me and this podcast stand out from the crowd? Read below, listen to the show, and leave a rating and review!With over 20 years of experience, Allyson is one of the top Realtors in South Florida. She credits her success to understanding the importance of solid relationships and is extremely well respected by her clients and peers. Allyson has worked hard building her reputation as one of the pre-eminent “OG” Realtors in Palm Beach County and one of Delray Beach’s top-selling agents ...
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Salonomics is the business side of Hair and Beauty Industry. With no BS! Your hosts are: Joe Mehmet is an independent Multiple Salon Owner from London with a high net worth clientele. Aaron Dorn is a father of 2, freelance hairdresser in Essex, CEO of a software company and Bitcoiner.
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In this episode of Gimme Some Truth, Clint and Nate welcome Andy King, the newest advisor joining Walkner Condon Financial Advisors. Andy brings decades of experience, a deep commitment to his clients, and a thoughtful approach to succession planning. Along with his assistant Regan Miller, Andy shares why he chose to merge with Walkner Condon, how …
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High net worth individuals often carry public profiles that make them uniquely vulnerable to cyber threats. From executives and celebrities to board members and influencers, their visibility—and the digital footprint that comes with it—attracts sophisticated cybercriminals who may quietly monitor their online presence for months before striking. In…
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Avoiding Probate: Essential Estate Planning Strategies Welcome back to the Good Steward Law and Wealth Podcast, hosted by Ledley Jennings. In this episode, Jennings continues the estate planning series by diving into how to avoid probate. He starts by clarifying what probate is and why it's often best to avoid it, outlining the time-consuming, tedi…
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This is part 1 of 5 of the Major Gift Fundraising MRI Assessment. The written version will publish to the Breakthru Blog on 5 July 2025. (https://www.jpaulfridenmaker.com/blog) Follow J.Paul on LinkedIn, X, or BlueSky for daily pro tips and reflections on major gift fundraising. (http://linkedin.com/in/jpaulfridenmaker, https://x.com/jpaulfry, and …
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🔊 Lightspeed Investing Podcast – Episode 69 is now live. Back with us for Part 2 is Nicole Daeila of MAG Capital Partners. In this episode, we cut through the surface-level talk and get to the real mechanics behind sale-leasebacks, food manufacturing real estate, and why boring, essential businesses might be the most durable investments in the comm…
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This Carrier Management special broadcast, hosted by Deputy Editor Elizabeth Blosfield, explores how AI is transforming hiring in Florida, highlighting tools like Mega HR’s “Megan” that automate much of the recruitment process. While businesses embrace the efficiency and similar systems, experts warn of growing AI bias risks, legal challenges, and …
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Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are you missing out on a hidden tax-free opportunity inside your corporation? If you’ve sold a Canadian business or a corporate-held property and now face the question of where to grow your …
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In this lively and insightful Aftershow episode, host George Jack, Academy Director Patrick Wraight, and instructor Kevin Amrhein unpack the most frustrating—and often overlooked—elements of the personal auto insurance policy. Designed especially for insurance professionals, Kevin’s course dives into those pesky gray areas that even seasoned agents…
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The topics, stocks and shares mentioned/discussed include: Spirax Group, Victrex, Rotork, Croda, Renishaw, Spectris, Warehouse REIT, Dividends, Wood Group, BP & Shell Thermo Fisher Scientific, The Investor Summit, Tariffs, FX Headwinds, Takeovers, Return on capital employed / ROCE Dividends / While you wait Investor Summit, Get your Early bird tick…
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Send us a text Hugo Busby, a chartered surveyor, joined the London Property Podcast to discuss the importance of accurate property valuations for inheritance tax (IHT), capital gains tax (CGT), matrimonial cases, and insurance. He stressed that: Incorrect valuations can lead to unnecessary tax liabilities (IHT at 40%, CGT up to 28%). In divorce cas…
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In this episode of MoneyRx, host Josh Taffer discusses the common question among physicians regarding how much money is needed to retire. He emphasizes that the focus should not be on a specific number but rather on the process of building a reliable financial system. Taffer introduces the endowment model, which is used by institutions to ensure lo…
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Tom Wilde of Indico Data, explains the industry’s evolution from simply gathering and storing data to actually leveraging it for smarter decision-making. He describes the past decade’s investments in data infrastructure as a “race to the starting line,” setting the stage for AI to transform how insurers handle unstructured data like broker submissi…
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Co-investing. Everyone talks about it, but how does it really work behind the scenes? In this episode of Fast Growth: The Venture Studio Way, we sit down with David Walters, Investment Director at River Capital, and Jack Worne, Head of Investor Relations at EHE, to explore the real dynamics of co-investing in early-stage startups. We get into: why …
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What if your biggest financial breakthrough wasn't about budgets or balance sheets, but about the invisible energy patterns secretly sabotaging your wealth? Susan Glusica, a former corporate finance professional turned money consciousness expert, reveals how she transformed from bankruptcy to prosperity by discovering the hidden connection between …
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In this episode of The Insuring Cyber Podcast, James Crask from Marsh discusses how companies can stay resilient in an era of rising tariffs, trade barriers, and global uncertainty. He shares his perspective on how supply chain risk is evolving and how organizations can leverage advanced technologies like AI to model risk scenarios and strengthen t…
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In this episode of Between the Lines, host Elizabeth Blosfield sits down with Hanif Sidi, EY Americas EY Americas P&C Business Consulting Leader, to explore how Agentic AI—an advanced form of artificial intelligence capable of autonomous decision-making—is beginning to reshape core insurance functions. From underwriting to claims handling and custo…
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Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here What’s the real reason your business—or your wealth plan—isn’t worth as much as you think? Whether you're planning to sell your business in Canada or just want to build lasting wealth, most …
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Send us a text Dr. Sarah Boss, Clinical Director at The Balance RehabClinic, offers a profound look into the hidden challenges that come with wealth and privilege. Behind the surface of success lies a complex struggle—constant pressure, easy access to substances, and the risk of losing balance in a world flooded with extremes. She explains how true…
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Feel like your competitor has a sign in every yard and a billboard on every block? Welcome to life as the underdog. But being the little guy in your market doesn’t mean losing—it means leaning into what makes you different. In this episode, Katy Doss of Script Marketing breaks down how to market like a pro when you’re not the top dog. From flipping…
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What happens when true crime meets real estate? In this candid and captivating episode, host Allyson Sullivan steps outside the MLS and dives headfirst into the gripping trial of Karen Read — the Massachusetts woman accused (and acquitted) of killing her boyfriend, Boston police officer John O’Keefe. Joined by her friend Jeanine, Allyson unpacks th…
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127 founders (net worth: ~$1M–$100M+) opened up their personal books. Want to see how your finances stack up? https://www.joinhampton.com/wealth-report. Andrew Wilkinson became rich in his 20s — but early wealth came with hard lessons. In this episode, Andrew opens up about: How he went from buying everything he wanted to nearly going bankrupt in 2…
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🚨🎙 Episode 68 of the Lightspeed Investing Podcast is LIVE — Part 2 with Tyler Wood, Managing Director of the CMT Association What exactly is technical analysis—and why does it matter for real-world decision making? 🎯 In this episode, Tyler breaks it down in a way few can. We unpack: 🔹 The origin and purpose of the CMT Association 🔹 The fundamental …
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Meet Spencer Mahoney, chief growth officer for CCIG, a Denver-based independent broker with 100 employees generating $30 million in revenue. The firm competes with the big boys in the commercial middle market for p/c and benefits, to include captive strategies. Spencer unpacks what it’s been like for he and his brother to work for dad, who founded …
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On this raw episode, we open up about hard realities on parenting: what it's like to navigate anger, and feelings of confinement/lack of freedom. But also, the beautiful journey in learning how to turn it all into love and deeper connection. Join us on all our platforms: https://www.instagram.com/adamcobbshow/ https://www.tiktok.com/@adamcobbshow?_…
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The written version will publish to the Breakthru Blog on 21 June 2025. (https://www.jpaulfridenmaker.com/blog) Follow J.Paul on LinkedIn, X, or BlueSky for daily pro tips and reflections on major gift fundraising. (http://linkedin.com/in/jpaulfridenmaker, https://x.com/jpaulfry, and https://bsky.app/profile/jpfry.bsky.social) Subscribe to The Brea…
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Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here What if your dream vacation property is actually delaying your path to early retirement? You’re hustling to build wealth, investing in real estate, running your business, and maybe even fant…
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In this insightful and entertaining IJA Aftershow, host George Jack chats with leadership coach and author Michael Koscielny about the power of active listening and why it’s at the heart of effective leadership. Drawing from his Born2Lead framework and real-life experiences, Michael explains how listening builds trust, enhances decision-making, and…
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In this episode of The Wealth Enterprise Briefing, Michael Zeuner and Sam Sudame of WE Family Offices unpack the widening disconnect between what stocks and bonds appear to be pricing in. While optimism around trade has lifted consumer confidence and driven a surge in retail trading activity, key indicators tied to corporate sentiment and activity …
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Imagine discovering your spouse has been earning $4 million a year while you thought you were living a middle-class lifestyle. This shocking revelation is just one example of the hidden assets a divorce forensic accountant was able to find. In this episode, Rosalia Labate, a CPA specializing in divorce analysis, forensics, and business valuations, …
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Jake Gilbreath meets with his previous client Elisabeth to discuss her time being a client of Walters Gilbreath, PLLC. Jake and Elisabeth recap Elisabeth's enforcement and modification cases and Elisabeth details what she learned through the process, resources she found helpful during her case and what was important to her in an attorney/client rel…
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Homeowners risk is getting wilder, but the answers are already here. On June 18, 2025 (10 a.m. PT / 1 p.m. ET), join this free, fast‑paced virtual Demo Day to watch live walkthroughs from Premier sponsors HomeFactors (Porch Group Media), ZestyAI, and Supporting Sponsor LexisNexis Risk Solutions. You’ll see how fresh property data, computer‑vision i…
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Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Is sacrificing your home’s capital gains tax exemption really a deal breaker when it comes to house hacking in Canada? For many Canadians, homeownership feels like an impossible leap — espec…
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Send us a text What Is 1202 Stock? Millions of dollars in potential tax savings are hiding in plain sight for many business owners. Section 1202 stock, also known as Qualified Small Business Stock (QSBS), represents one of the most powerful yet underutilized tax strategies available to entrepreneurs planning their exit. Tax expert Phil Giguere brea…
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Send us a text Global Compliance: Tackling Foreign Tax Filings The hidden complexities of foreign tax compliance often catch even savvy taxpayers by surprise. Tax Supervisor Alex Leslie of MP CPAs draws from a decade of experience to illuminate the maze of international tax reporting requirements that affect Americans with global financial interest…
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🎙 Lightspeed Investing Podcast – Episode 67 (Part 2) | Featuring Clint Harris There’s a stark difference between buying what looks good on paper—and building lasting value where others see decay. In Part 2 of my conversation with Clint Harris, General Partner at Nomad Capital, we go beyond the surface and into the strategy that’s turning abandoned …
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Send us a text 🎙️ Welcome to this week’s London Property Pulse! In today’s episode, we cover five big stories shaping the city’s real estate scene: London takes the crown – With $87 billion in commercial property investment over the last decade, London tops the global charts, outpacing New York and Hong Kong. Offices and ESG-friendly buildings are …
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Learn how a "Letter of Wishes" can provide guidance for your trust or foundation, ensuring your goals are carried out efficiently and with flexibility. In this episode, we explore the benefits of discretionary trusts, common pitfalls in trust management, and how vague instructions can lead to disputes or mismanagement. Find clear, practical tips on…
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LinkedIn isn’t just for job hunters and tech bros anymore. In 2025, it’s a powerful discovery tool for affluent homeowners—and a major missed opportunity for luxury outdoor brands that ignore it. In this episode, Katy Doss breaks down exactly how outdoor product and service businesses can use LinkedIn to stay top of mind, build trust, and drive mor…
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127 founders (net worth: ~$1M–$100M+) opened up their personal books. Want to see how your finances stack up? https://www.joinhampton.com/wealth-report Jess Chan scaled to 7 figures fast, then tore it all down. Today, she’s worth ~$10M, spends less than ever, and says profit > revenue every time. Here’s what we talk about: Jess hit $40K/month as a …
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In this episode, James and Otto sit down with renowned planner and designer, Beth Helmstetter, for a masterclass in emotionally intelligent event design. Known for her deeply intentional, soulfully refined approach to luxury weddings, Beth shares how she’s built a brand rooted not just in aesthetics—but in hospitality, heart, and human connection. …
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While automation can dramatically boost productivity in insurance operations, it shouldn’t come at the expense of human oversight. Michael Parcelli of Xceedance recommends a balanced approach—using technology to handle the bulk of routine tasks while keeping skilled professionals in the loop for exception management and quality control. This shift …
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In this eye-opening episode of Go Ask Allyson, host Allyson Sullivan sits down with trusted tax consultant Maxwell Lorrow to break down the real talk realtors aren’t getting on TikTok. From LLCs and S Corps to SEP IRAs and what gifts are actually tax-deductible (spoiler: your fancy closing baskets may not be), this conversation spills the financial…
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After one hundred episodes of exploring the intersection of faith and finance, Eric Scovill reflects on the journey alongside the team behind the scenes—Erik Cabral, founder of On Air Brands, and Kailey Green, COO—who flip the script and interview Eric about how this show took shape and what he’s learned along the way. This heartfelt conversation r…
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When the life you've built for decades starts to fall apart, where do you even begin to pick up the pieces? In this podcast episode, Monica, a successful professional who was married for over 30 years, opens up about the quiet unraveling of her relationship. She shares how she spent years walking on emotional eggshells before finally making the har…
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The written version will publish to the Breakthru Blog on 14 June 2025. (https://www.jpaulfridenmaker.com/blog) Follow J.Paul on LinkedIn, X, or BlueSky for daily pro tips and reflections on major gift fundraising. (http://linkedin.com/in/jpaulfridenmaker, https://x.com/jpaulfry, and https://bsky.app/profile/jpfry.bsky.social) Subscribe to The Brea…
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